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KRISTIHOUGLAND JURIC
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12008 Valley Meadow Way • Louisville, KY 40272 • Cell: (502) 592-8780 • k.l.hougland@gmail.com
EXECUTIVE SUMMARY
Extensiveknowledgein business analysis, operational support, strategic assessmentandprojectmanagement, particularly in
the financial services andinvestmentmanagementindustries. Provenhistory of increasedperformance and productivity
through automation, business process reengineeringand continuous improvementinitiatives. Exceptional critical thinking,
communicationandinterpersonal skills. Highlymotivatedandadaptable to changing environments.
CORE COMPETENCIES
• Business, dataand technical analysis • Outsourcingand transitionmanagement
• Continuous improvement • Project management
• Clientand vendorrelationshipmanagement • Systems implementationandenhancement
PROFESSIONAL EXPERIENCE
Consultant, Investment Management Services 2016 to Present
Citisoft, Inc. – Louisville, KY
• Provideindustry insights andsubject matter expertise on multipledomains, products, systems andvendors to
compilerecommendations forcontinuous improvements, system enhancements andbusiness process design.
• Learn, navigate and train team members and staff on clientspecific tools to aidintransitionmanagement activities.
• Review and prepare project artifacts, charters, objectives andstatements of work to providetraceability to
deliverables andcontractual commitments.
• Researchand developcustomizedreportingbasedon project metrics suchas deliverables, issues, risks, decisions,
timelines andbudgetary needs to support transparency and continuity across all stages of an engagement.
• Engage, communication andcollaboratewith internal, providerand vendorresources, as well as cross-functionally
across all levels of theorganizationto establishstrongworkingrelationships andsupport timely, efficientdecision
making.
• Monitor, maintainand reinforcebranding guidelines, clientmethodologies, inadditionto sensitive,proprietary
informationto satisfy auditand compliancerequirements inaccordancewithclient organizational practices,
confidentiality andindustry standard regulations.
• Incorporate business, functional andtechnical requirements from project teams, key stakeholders and interested
parties to adequately capture and defineproject scope.
• Organize, reconcileandvalidaterequirements to identify interdependencies, deficiencies and opportunities for
enhancement to ensure the mostefficientsolutionis implemented.
• Obtainand leverage referential data from numerous alternative sources to efficiently allocateprojecttimeand utilize
key assets inthe best manner possible.
• Prepare and circulatemeeting materials inadvanceto aid ineffectivetimemanagement amongstproject teams,
functional business leads andseniormanagement.
• Develop, restructureand customizetemplates and reporting to proactively monitorandtrack progress between
milestones andphases of a project.
• Participate inproject planningdiscussionsto evaluatebudgeting, plans, scopeandtimelines forproper executionand
implementationof organizational strategic initiatives.
Fixed Income Derivatives Supervisor, Global Portfolio Services 2014 to 2016
INVESCO Advisers, Inc. – Louisville, KY
• Educated, coachedand supervisedaserviceexcellenceteam on market and industry practices to encourage superior
operational support of complex alterativeinvestmentvehicles, assuringpropersettlement, processing,
collateralization, reportingand oversightof substantial business transactions.
• Supported and providedtroubleshootingformultiplefixedincomederivatives instruments, suchas OTCandcleared
swaps, OTCandlistedoptions, futures and mortgage products to offer highly specialized, streamlinedback office
derivatives service.
• Facilitatedautomationmapping, testing and procedural implementationwithcustodians, brokerdealers, clearing
merchants and organizations in order to seamlesslytransmitdatato downstream systems, users andexternal
interested parties.
• Compiledandsubmitted mandatory securities information, as well as otherauditing materials inaccordance
industry regulations to assureadherence to proper protocol andavoidanceof costinauditing fees.
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Business Analyst, Portfolio Operations 2013 to 2014
• Developedreports, extracts, and imports withinthe order management, accounting, andanalytical systems to
compileback officemetrics inorderto providecontinuous improvementalternatives as well as identify constraints,
patterns, and deficiencies invaryingback officesupportteams.
• UtilizedAGILEapproach to completemultiple-iterations testingonseveral derivatives instruments to document
FpML connectivity andensureautomated transmissionfunctionality duringthetransitionof OTCderivatives
collateral activities across servicevendors.
• Collected, organized, and documented portfolio operations departmental informationto assess value-addedactivities
and identify antiquated practices to develop moreeffectivecommunicationandfasterresolutionof discrepancies.
Portfolio Administrator Senior, Portfolio Support 2011 to 2013
• Obtainedand compilednecessary documentationandinformationforbroker requests, clientset-up, introduction to
local markets, andtransitions of dually-managedfunds to help portfolio managers reap as many investment
opportunities as possible.
• Liaisedbetween internal and external interested parties across all levels of theorganization to ensure accuracy of
performance figures, set-upof new procedures, and successful executionof projects facilitatingcontinuous
improvementmeasures.
• Trained colleagues across multipledepartments and locations on systems andprocedures to assureall interested
parties better understand the functionality of necessary tools as well ensureproperprocedure and reporting.
Fixed Income Fund Consultant Senior, Trade Processing 2010 to 2011
• Generated, built, and customizedreports to capture exceptions and discrepancies betweensystems to assure
accountingaccuracy.
• Aidedin continuous process improvements to obtainmoreeffectiveflowof transactions andinformationbetween
conjoiningareas withinoperations.
Fixed Income Trade Settlements Analyst, Settlements 2009 to 2010
• Collaboratedwith brokers, custodians, thirdparty agents, and other interested parties to ensure appropriate, timely
settlement of trades in accordancewithcompany, marketand industry deadlines and requirements.
• Developedreports and procedures forcomplexproduct groups and specific clientrequests to reduce manual entries
and volumeof e-mails.
Portfolio Accounting Analyst, Reconciliation 2006 to 2009
• Assistedmultipleinternal parties insupplyingmarketvaluereporting data as well as billinginformationfor
submissionto clients.
• Providedtechnical supportfor reconciliationsystems, FTPs, external party data imports, andback-end processes to
ensure data flowwas workingadequately.
EDUCATION
Indiana University Southeast
Bachelor of Science Degree May 2006
Major: Business, Economics,andPublic Policy;Minor:Germanic Studies
CumulativeGPA3.409
Honors:Dean’s Listforhigh academic achievement(foursemesters)
Campus Involvement:Overseas Study Program inGraz, Austria; Supplemental Instructorfor CollegeAlgebra
Master of Business Administration December 2012
Master of Science in Strategic Finance December 2012
CumulativeGPA:3.721
Campus Involvement:National Associationof WomenMBAs, VicePresidentof OutreachDevelopment, IUSChapter
TECHNICAL SKILLS
• Systems expertiseincludes (butis not limitedto):Blackrock Genie, BloombergAIM, TradeWeb, SS&CPortia and FMC
PC View, InformationBusiness System (IBS), SmartStream TransactionLifecycleManagement(TLM), Crystal Viewer,
Charles River(CRD), InfoSys, Workfront, SAPBusinessObjects, andOracle
• Proficientwith MarkitSERV products: MarkitTrade Manager, MarkitWire(f.k.a. SwapsWire), FIA TechEGUS, and
DSMatch
• Microsoftapplications suchas Excel, Outlook,Project, PowerPoint, Visio, andWord
REFERENCES
Availableuponrequest.